Unclaimed Profile

Lisa Marie Buono

GIRARD ADVISORY SERVICES, LLC·KING OF PRUSSIA, Pennsylvania

Clean recordGIRARD ADVISORY SERVICES, LLC

555 CROTON ROAD, KING OF PRUSSIA, PA 19406CRD# 2392261Firm CRD# 39163

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lisa Marie Buono · KING OF PRUSSIA, PA

Registration

CRD #2392261 · GIRARD ADVISORY SERVICES, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Lisa Marie Buono is a registered financial advisor based in KING OF PRUSSIA, Pennsylvania, affiliated with GIRARD ADVISORY SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

GIRARD ADVISORY SERVICES, LLC

AUM

$2.3B

Regulatory assets under management

Employees

Total firm employees

View all advisors at GIRARD ADVISORY SERVICES, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 2392261

Firm CRD# 39163

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lisa Marie Buono offer?

Lisa Marie Buono specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in KING OF PRUSSIA, Pennsylvania for a consultation.

What are Lisa Marie Buono's credentials?

Lisa Marie Buono is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lisa Marie Buono located?

Lisa Marie Buono is based in KING OF PRUSSIA, Pennsylvania, working with GIRARD ADVISORY SERVICES, LLC. Their office serves clients in the KING OF PRUSSIA metropolitan area and surrounding communities.

How does Lisa Marie Buono charge for services?

Lisa Marie Buono's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GIRARD ADVISORY SERVICES, LLC?

GIRARD ADVISORY SERVICES, LLC has approximately 57 employees and manages $2.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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